Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $67,544 | $80,753-16.4% | $136,298-50.4% | $62,293+8.4% |
| Participation rate | 68.5% | 73.5%-5.0pp | 81.9%-13.4pp | 69.5%-1.0pp |
| Annual return | 17.93% | 35.83%-17.9pp | 5156.27%-5138.3pp | 28.90%-11.0pp |
| Employer contribution / active EE | $548 | $2,884-81.0% | $4,696-88.3% | $2,042-73.2% |
| Participant deferral / active EE | $6,174 | $5,164+19.6% | $6,247-1.2% | $3,169+94.8% |
| Admin fee / account holder | $10,012 | $525+1805.5% | $9,244+8.3% | $479+1988.7% |